Fundraising Fox
/People
Sign in

Dana L. Wilson

Founder

Founder & CEO at CHIP Professionals

New York City Metropolitan Area

FoundedCHIP Professionals

Find your path to Dana

43 people in our graph can introduce you to Dana.

Sign up to see every warm intro you have to Dana

  • Paths you didn't know you had: your email and LinkedIn already hold routes to Dana. We find them
  • 2nd- and 3rd-degree connections: the friend-of-a-friend routes you can't see from your own inbox or LinkedIn
  • Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone

Days of research, done the moment you sign in, with every route ranked by how warm it is.

Sign up with GoogleAlready have an account? Log in

About

Dana L. Wilson is the Founder and CEO of CHIP (Changing How Individuals Prosper), a platform that connects individuals and entrepreneurs with vetted financial professionals—including financial planners, tax strategists, estate attorneys, and coaches—and provides infrastructure to help those relationships coordinate around a shared strategy. She has a background in financial services and hosts the eQuity bluePrint Podcast. Wilson speaks on topics including the future of financial advice, financial coordination, and wealth access.

Founder & CEO at CHIP Professionals

Intro paths

→

In turn, Dana can intro founders to CHIP Professionals's investors below.

CHIP Professionals's investors · 1

Andreessen HorowitzMenlo Park · $500K – $50M checks

Experience

  1. the eQuity bluePrint PodcastPodcast Hostcurrent2025 — present
  2. Dana DisruptsProfessional Speaker & Consultantcurrent2020 — present
  3. CHIPCEO & Foundercurrent2019 — present
  4. Manhattan Wealth Management GroupInvestment Advisor2018 — 2021New York City Metropolitan Area
  5. Founder GymFG Graduate | Cohort 142020New York City Metropolitan Area
  6. Active Financial PlanningFounder | Investment Advisor2018
  7. Papillon Financial, LLCOwner | Managing Partner | Investment Advisor2013 — 2017New York City Metropolitan Area
  8. Cabot Lodge SecuritiesFinancial Advisor2012 — 2013New York, New York
  9. Merrill LynchFinancial Advisor2012Wayne, NJ
  10. State Farm ®Financial Services Rep2009 — 2011
  11. SunTrust Investment Services, Inc.Investment Associate2008 — 2009
  12. SunTrust Investment Services, Inc.Financial Services Representative2006 — 2007
  13. Chase Media Inc.Marketing/Advertising Intern2006
  14. Radio One of RaleighMarketing/ Sales Intern2005

Skills & more

StrategyCommunicationProblem SolvingStrategic PartnershipsInnovation ManagementInnovation DevelopmentTechnological InnovationStart-up VenturesVenture CapitalNew Venture LaunchFinancial InclusionCross-functional Team Leadership
+11 moreCommercial BankingInvestmentsSeries 7Mutual FundsFixed IncomeRetirement PlanningMortgage LendingFinancial AnalysisFinanceEquitiesFinancial Services
  • Series 63 — FINRA
  • Series 66 — FINRA
  • Series 7 — FINRA
  • Columbia University Executive Education | Disrupting with Fintech (Live Online): Strategies, Tools, and Executable Frameworks for Change — Columbia University

From Dana's professional profile.

Frequently asked questions

Who is Dana L. Wilson?
Dana L. Wilson is the Founder and CEO of CHIP (Changing How Individuals Prosper), a platform that connects individuals and entrepreneurs with vetted financial professionals—including financial planners, tax strategists, estate attorneys, and coaches—and provides infrastructure to help those relationships coordinate around a shared strategy. She has a background in financial services and hosts the eQuity bluePrint Podcast. Wilson speaks on topics including the future of financial advice, financial coordination, and wealth access.
Where does Dana L. Wilson work?
Dana L. Wilson is Founder & CEO of CHIP Professionals.
What companies did Dana L. Wilson found?
Dana L. Wilson founded CHIP Professionals.
Where did Dana L. Wilson go to school?
Dana L. Wilson studied at Penn State University (Corporate Innovation & Entrepreneurship); Penn State University (Executive MBA, Strategic Leadership); NYU School of Professional Studies (CFP Professional Program, Financial Planning and Services).

Founder mafias

Same school

Shared employers